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MONRO, INC.（MNRO）与SLM Corp（SLM）财务数据对比。点击上方公司名可切换其他公司
SLM Corp的季度营收约是MONRO, INC.的1.9倍（$560.0M vs $293.4M），SLM Corp净利率更高（55.0% vs 3.8%，领先51.2%），过去两年SLM Corp的营收复合增速更高（22.7% vs -2.7%）
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
尼康旗下SLM Solutions AG总部位于德国吕贝克，是金属3D打印机领域的上市生产商，共同拥有SLM文字商标，集团股份自2014年5月9日起在法兰克福证券交易所高级市场板块挂牌交易。
MNRO vs SLM — 直观对比
营收规模更大
SLM
是对方的1.9倍
$293.4M
净利率更高
SLM
高出51.2%
3.8%
两年增速更快
SLM
近两年复合增速
-2.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $293.4M | $560.0M |
| 净利润 | $11.1M | $308.0M |
| 毛利率 | 34.9% | — |
| 营业利润率 | 6.3% | 69.6% |
| 净利率 | 3.8% | 55.0% |
| 营收同比 | -4.0% | — |
| 净利润同比 | 143.1% | 1.0% |
| 每股收益（稀释后） | $0.35 | $1.54 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收MNROSLM
| Q1 26 | — | $560.0M | ||
| Q4 25 | $293.4M | $377.1M | ||
| Q3 25 | $288.9M | $373.0M | ||
| Q2 25 | $301.0M | $376.8M | ||
| Q1 25 | $295.0M | $375.0M | ||
| Q4 24 | $305.8M | $362.2M | ||
| Q3 24 | $301.4M | $359.4M | ||
| Q2 24 | $293.2M | $372.2M |
净利润MNROSLM
| Q1 26 | — | $308.0M | ||
| Q4 25 | $11.1M | $233.2M | ||
| Q3 25 | $5.7M | $135.8M | ||
| Q2 25 | $-8.1M | $71.3M | ||
| Q1 25 | $-21.3M | $304.5M | ||
| Q4 24 | $4.6M | $111.6M | ||
| Q3 24 | $5.6M | $-45.2M | ||
| Q2 24 | $5.9M | $252.0M |
毛利率MNROSLM
| Q1 26 | — | — | ||
| Q4 25 | 34.9% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 35.5% | — | ||
| Q1 25 | 33.0% | — | ||
| Q4 24 | 34.3% | — | ||
| Q3 24 | 35.3% | — | ||
| Q2 24 | 37.2% | — |
营业利润率MNROSLM
| Q1 26 | — | 69.6% | ||
| Q4 25 | 6.3% | 83.8% | ||
| Q3 25 | 4.4% | 49.8% | ||
| Q2 25 | -2.0% | 23.3% | ||
| Q1 25 | -8.1% | — | ||
| Q4 24 | 3.3% | 36.5% | ||
| Q3 24 | 4.4% | -16.6% | ||
| Q2 24 | 4.5% | 91.0% |
净利率MNROSLM
| Q1 26 | — | 55.0% | ||
| Q4 25 | 3.8% | 61.8% | ||
| Q3 25 | 2.0% | 36.4% | ||
| Q2 25 | -2.7% | 18.9% | ||
| Q1 25 | -7.2% | 81.2% | ||
| Q4 24 | 1.5% | 30.8% | ||
| Q3 24 | 1.9% | -12.6% | ||
| Q2 24 | 2.0% | 67.7% |
每股收益（稀释后）MNROSLM
| Q1 26 | — | $1.54 | ||
| Q4 25 | $0.35 | $1.11 | ||
| Q3 25 | $0.18 | $0.63 | ||
| Q2 25 | $-0.28 | $0.32 | ||
| Q1 25 | $-0.74 | $1.40 | ||
| Q4 24 | $0.15 | $0.53 | ||
| Q3 24 | $0.18 | $-0.23 | ||
| Q2 24 | $0.19 | $1.11 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $4.9M | $5.2B |
| 总债务越低越好 | $45.0M | $6.2B |
| 股东权益账面价值 | $604.9M | $2.4B |
| 总资产 | $1.6B | $29.4B |
| 负债/权益比越低杠杆越低 | 0.07× | 2.53× |
8季度趋势，按日历期对齐
现金及短期投资MNROSLM
| Q1 26 | — | $5.2B | ||
| Q4 25 | $4.9M | $4.2B | ||
| Q3 25 | $10.5M | $3.5B | ||
| Q2 25 | $7.8M | $4.1B | ||
| Q1 25 | $20.8M | $3.7B | ||
| Q4 24 | $10.2M | $4.7B | ||
| Q3 24 | $20.9M | $4.5B | ||
| Q2 24 | $18.7M | $5.3B |
总债务MNROSLM
| Q1 26 | — | $6.2B | ||
| Q4 25 | $45.0M | $5.4B | ||
| Q3 25 | $60.0M | $6.8B | ||
| Q2 25 | $71.5M | $6.4B | ||
| Q1 25 | $61.3M | $6.1B | ||
| Q4 24 | $59.3M | $6.4B | ||
| Q3 24 | $62.0M | $6.0B | ||
| Q2 24 | $112.0M | $5.4B |
股东权益MNROSLM
| Q1 26 | — | $2.4B | ||
| Q4 25 | $604.9M | $2.5B | ||
| Q3 25 | $601.7M | $2.3B | ||
| Q2 25 | $604.9M | $2.4B | ||
| Q1 25 | $620.8M | $2.4B | ||
| Q4 24 | $648.9M | $2.2B | ||
| Q3 24 | $651.9M | $2.1B | ||
| Q2 24 | $654.4M | $2.3B |
总资产MNROSLM
| Q1 26 | — | $29.4B | ||
| Q4 25 | $1.6B | $29.7B | ||
| Q3 25 | $1.6B | $29.6B | ||
| Q2 25 | $1.6B | $29.6B | ||
| Q1 25 | $1.6B | $28.9B | ||
| Q4 24 | $1.7B | $30.1B | ||
| Q3 24 | $1.7B | $30.0B | ||
| Q2 24 | $1.7B | $28.8B |
负债/权益比MNROSLM
| Q1 26 | — | 2.53× | ||
| Q4 25 | 0.07× | 2.19× | ||
| Q3 25 | 0.10× | 2.92× | ||
| Q2 25 | 0.12× | 2.70× | ||
| Q1 25 | 0.10× | 2.56× | ||
| Q4 24 | 0.09× | 2.98× | ||
| Q3 24 | 0.10× | 2.83× | ||
| Q2 24 | 0.17× | 2.37× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $17.8M | — |
| 自由现金流经营现金流 - 资本支出 | $9.1M | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 1.60× | — |
| 过去12个月自由现金流最近4个季度 | $49.6M | — |
8季度趋势，按日历期对齐
经营现金流MNROSLM
| Q1 26 | — | — | ||
| Q4 25 | $17.8M | $-64.5M | ||
| Q3 25 | $32.3M | $-49.3M | ||
| Q2 25 | $-1.9M | $-138.7M | ||
| Q1 25 | $28.9M | $-146.1M | ||
| Q4 24 | $14.8M | $4.5M | ||
| Q3 24 | $62.6M | $-113.4M | ||
| Q2 24 | $25.6M | $-143.8M |
自由现金流MNROSLM
| Q1 26 | — | — | ||
| Q4 25 | $9.1M | — | ||
| Q3 25 | $26.6M | — | ||
| Q2 25 | $-9.3M | — | ||
| Q1 25 | $23.2M | — | ||
| Q4 24 | $7.9M | — | ||
| Q3 24 | $57.6M | — | ||
| Q2 24 | $16.8M | — |
自由现金流率MNROSLM
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | -3.1% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 19.1% | — | ||
| Q2 24 | 5.7% | — |
资本支出强度MNROSLM
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 2.2% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 3.0% | — |
现金转化率MNROSLM
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | -0.28× | ||
| Q3 25 | 5.71× | -0.36× | ||
| Q2 25 | — | -1.95× | ||
| Q1 25 | — | -0.48× | ||
| Q4 24 | 3.23× | 0.04× | ||
| Q3 24 | 11.08× | — | ||
| Q2 24 | 4.37× | -0.57× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
SLM
| Net Interest Income | $375.0M | 67% |
| Noninterest Income | $185.0M | 33% |
